MSWM
McGlone Suttner Wealth Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Buy |
68,109
+8,411
| +14% | +$214K | 0.26% | 40 |
|
|
2025
Q1 | $1.51M | Buy |
59,698
+10,530
| +21% | +$266K | 0.25% | 44 |
|
|
2024
Q4 | $1.22M | Buy |
49,168
+17,962
| +58% | +$447K | 0.2% | 52 |
|
|
2024
Q3 | $797K | Buy |
31,206
+6,707
| +27% | +$171K | 0.17% | 71 |
|
|
2024
Q2 | $615K | Sell |
24,499
-4,736
| -16% | -$119K | 0.13% | 77 |
|
|
2024
Q1 | $728K | Buy |
29,235
+4,736
| +19% | +$118K | 0.14% | 72 |
|
|
2023
Q4 | $615K | Buy |
24,499
+3,142
| +15% | +$78.8K | 0.12% | 77 |
|
|
2023
Q3 | $513K | Buy |
21,357
+4,045
| +23% | +$97.2K | 0.12% | 72 |
|
|
2023
Q2 | $424K | Buy |
17,312
+3,349
| +24% | +$82K | 0.1% | 85 |
|
|
2023
Q1 | $348K | Buy |
+13,963
| New | +$348K | 0.09% | 93 |
|